Portfolio Drift & Rebalance Alerts for Benefits Brokers with Employee Navigator
Run portfolio drift & rebalance alerts on autopilot inside Employee Navigator.
The Problem
Employee Benefits portfolios drift past tolerance in Applied Epic between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in Employee Navigator
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Employee Navigator — uses the native API or agent integration so nothing leaves the system of record.
Employee Navigator Integration Approach
Audit your Employee Navigator configuration
We map the specific Employee Navigator objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Employee Navigator API or agent
Integration happens inside Employee Navigator — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Employee Navigator with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this portfolio drift & rebalance alerts automation work natively in Employee Navigator?+
Yes — we build directly on Employee Navigator's API or agent integration. Your data stays in Employee Navigator, your benefits brokers keep the same login and UI, and there's no parallel system for the team to learn.
What Employee Navigator configuration do we need before deployment?+
We work with your existing Employee Navigator setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for employee benefits teams.
Can Employee Navigator handle portfolio drift & rebalance alerts on its own?+
Employee Navigator handles configuration; AI handles judgment. Native Employee Navigator workflows route deterministic tasks; our automation layer adds the AI judgment Employee Navigator doesn't ship out of the box — document classification, exception triage, drafting.
Is Employee Navigator the right tool for portfolio drift & rebalance alerts for benefits brokers?+
Employee Navigator is widely used among employee benefits teams precisely because of its data model around portfolio drift & rebalance alerts. We've deployed this workflow on Employee Navigator for similar firms and the integration is well-trodden.
What's the typical ROI of portfolio drift & rebalance alerts automation in Employee Navigator?+
For employee benefits firms running Employee Navigator, automation typically pays back inside the first quarter — measured against the loaded cost of the benefits broker hours absorbed. Higher volumes deploy faster.
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See this running in your Employee Navigator instance
30-minute call. We'll look at your actual Employee Navigator setup and show exactly how this workflow fits.